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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,295 | $59,016-58.8% | $88,179-72.4% | $100,573-75.8% |
| Participation rate | 4.3% | 28.1%-23.8pp | 69.1%-64.9pp | 70.9%-66.7pp |
| Annual return | 6.79% | 14.54%-7.7pp | 64.97%-58.2pp | 18.89%-12.1pp |
| Employer contribution / active EE | $3 | $1,685-99.8% | $2,549-99.9% | $3,763-99.9% |
| Participant deferral / active EE | $146 | $1,701-91.4% | $4,614-96.8% | $4,921-97.0% |
| Admin fee / account holder | $4,897 | $3,465+41.3% | $7,673-36.2% | $454+978.7% |